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Holos Integrated Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Holos Integrated Wealth’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.8K Hold
147
– – 0.02% 141
2025
Q1 		$27.7K Hold
147
– – 0.02% 138
2024
Q4 		$27.2K Buy
+147
New +$27.2K 0.02% 137